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CALLAHAN ADVISORS, LLC
CRD 114058File 801-61981
APPROVED
Retail clients
Custody
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.33B
Above cohort median (national)
Discretionary AUM
$1.33B
Clients
447
1,357 accounts
Employees
11
Above cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Apr 25, 2003
- Principal office
- 3555 TIMMONS LANE, SUITE 600, HOUSTON, TX, 77027
- Phone
- 713-572-3366
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.33B
- Discretionary AUM
- $1.33B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,357
- Non-discretionary accounts
- 0
- Total accounts
- 1,357
- AUM per client
- $3.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 16 | $29.6M |
| High net worth individuals | 243 | $1.22B |
| Individuals (other than high net worth individuals) | 188 | $75.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 10 | 11 | increased by1 |
| Apr 1, 2026 | Clients | 439 | 447 | increased by8 |
| Apr 1, 2026 | AUM | $1,199,098,973 | $1,327,579,088 | increased by$128,480,115 |
| Apr 1, 2026 | Accounts | 1,314 | 1,357 | increased by43 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 9 | 10 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 376 | 439 | increased by63 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $889,711,693 | $1,199,098,973 | increased by$309,387,280 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,143 | 1,314 | increased by171 |
| Apr 1, 2022 | Employees | 8 | 9 | increased by1 |
| Apr 1, 2022 | Clients | 360 | 376 | increased by16 |
| Apr 1, 2022 | AUM | $724,424,002 | $889,711,693 | increased by$165,287,691 |
| Apr 1, 2022 | Accounts | 1,121 | 1,143 | increased by22 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CALLAHAN ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CALLAHAN ADVISORS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.